you bet against novak. howard schulz at the 48, 49 level for starbucks. at the same time, yes, it's absolutely true. this is a china play. so you want china to be hitting on all cylinders and not falling double digits. >> amazing this morning how quickly you see a yum, say, tweet or headline, and how quickly the conversation turns to a nike or other companies who are heavily relying on that country. is the situation comparable or not? >> the last nike quarter looked a little better. north america has been very strong. nike has a new shoe coming out. i think you're absolutely right to worry about anything china. but i think that nike is a two-quarter phenomenon. yum is this quarter, and maybe next quarter or the quarter after. china is the big conundrum. because you have to think, well, wait a second, are they picking on american companies? are they picking on us? >> to what extent does that add the unpredictability of the chinese consumer increasing their spending, the idea that that could be fine, but we have to keep in mind that the government might do